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Nonprofit · EIN 48-0959892

J A PETERSON COMPANIES MEDICAL TRUST

Tax-exempt · SHAWNEE MSN, KS 66204

Financials

$1.1M$1.1M2022$1.2M$1.2M2023$1M$1M2024
Revenue Expenses · by fiscal year end
Financials of J A PETERSON COMPANIES MEDICAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990$1,005,879$1,003,482$2,397$33,793$0$33,793
July 31, 2024990$1,180,275$1,171,525$8,750$31,396$0$31,396
July 31, 2023990$1,109,734$1,120,473-$10,739$22,646$0$22,646
Financial details: 990 for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,005,879
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$922,597
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$31,396
Total assets, end of year
$33,793
Total liabilities, end of year
$0
Net assets, end of year
$33,793
Gross receipts
$1,005,879
Employees
0
Volunteers
0
Year formed
1982
State of legal domicile
KS

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Roger GildenTrustee
Trustee or director
0$0
James A PetersonTrustee
Trustee or director
0$0
Marisa D PetersonTrustee
Trustee or director
0$0
990 for the year ended July 31, 2024: 3 people
NameTitleHours / weekCompensation
John P KornhausTrustee
Trustee or director
0$0
James A PetersonTrustee
Trustee or director
0$0
Marisa D PetersonTrustee
Trustee or director
0$0
990 for the year ended July 31, 2023: 3 people
NameTitleHours / weekCompensation
John P KornhausTrustee
Trustee or director
0$0
James A PetersonTrustee
Trustee or director
0$0
Marisa D PetersonTrustee
Trustee or director
0$0

Address and contacts

Address (IRS master file)
10000 W 75TH ST STE 100, SHAWNEE MSN, KS 66204-2241
Principal officer (990 for 2024)
JA Peterson Companies Medical Trust, 10000 W 75th Street, Suite 100, Shawnee Mission, KS 66204
Signed the 990
Roger Gilden, Vice President / CFO
Phone
(913) 553-5000

Mission

Provide health care benefits to employees

990 for the year ended July 31, 2025

Program accomplishments

  • Provide health care benefits to employees.
    Expenses $1,003,482 · revenue $1,005,879

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990 on file
2023July 31, 2024December 16, 2024990 on file

IRS record

EIN
48-0959892
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1984
Accounting year ends
July
Files
Form 990 or 990-EZ
Assets (IRS master file)
$33,793
Income (IRS master file)
$1,005,879

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2025$1,005,879$1,003,482$33,793XML
990July 2024$1,180,275$1,171,525$31,396XML
990July 2023$1,109,734$1,120,473$22,646XML
990July 2022$1,181,934$1,166,319$33,385IRS
990July 2021–––IRS
990July 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 48-0959892).

Questions about J A PETERSON COMPANIES MEDICAL TRUST

What is the EIN of J A PETERSON COMPANIES MEDICAL TRUST?
The employer identification number (EIN) of J A PETERSON COMPANIES MEDICAL TRUST is 48-0959892.
Is J A PETERSON COMPANIES MEDICAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1984.
Are donations to J A PETERSON COMPANIES MEDICAL TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does J A PETERSON COMPANIES MEDICAL TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of J A PETERSON COMPANIES MEDICAL TRUST due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did J A PETERSON COMPANIES MEDICAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended July 2025.
Who is the principal officer of J A PETERSON COMPANIES MEDICAL TRUST?
The 990 for the year ended July 31, 2025 names JA Peterson Companies Medical Trust.
Who are the officers and directors of J A PETERSON COMPANIES MEDICAL TRUST?
The 990 for the year ended July 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does J A PETERSON COMPANIES MEDICAL TRUST have?
On its 990 for the year ended July 31, 2025 it reported revenue of $1,005,879, expenses of $1,003,482 and total assets of $33,793 at year end.

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